Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PZSIX NA 90.53% NA NA NA NA NA
Data as of 04/14/2021, Common starting date is 05/02/2018
More Performance Analytics Comparison
Name Start Date End Date
PZSIX 05/02/2018 04/14/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018
Annualized Return (%) 0.00 90.53 NA NA NA NA NA 28.77 -6.35 21.48 -20.13
Sharpe Ratio NA 2.46 NA NA NA NA NA 5.94 -0.13 0.99 -1.43
Standard Deviation(%) NA 36.80 NA NA NA NA NA 24.98 51.75 20.31 21.03
Draw Down(%) NA 19.05 NA NA NA NA NA 7.70 50.15 17.93 29.91
Yield(%) 0.00 0.81 1.20 0.72 0.36 0.24 0.18 0.00 0.51 0.52 2.67
Data as of 04/14/2021, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PZSIX (PZSIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PZSIX (PZSIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return